Nicole is a U.S. equity investment consultant in Callan's Global Manager Research group
Nicole Wubbena is a senior vice president and U.S. equity investment consultant in Callan’s Global Manager Research group. Nicole drives the U.S. market research, identifies emerging themes within the asset class, and collaborates with Callan’s Capital Markets Research team on manager structure best practices. She is also involved in mentoring and training new hires. Nicole is a member of Callan’s ESG team and the Diversity, Equity & Belonging Council.
As an investment consultant, she is responsible for research and analysis of U.S. equity investment managers, and assists plan sponsor clients with U.S. equity manager searches. She regularly meets with investment managers to develop an understanding of their strategies, products, investment policies and organizational structures.
Prior to joining Callan in 2022, Nicole was an associate partner at Aon, where she led the U.S. equity team within the broader global manager research group. Her primary responsibilities were conducting manager due diligence, and selection and portfolio construction and monitoring. She was also a member of the Equity Portfolio Construction Committee.
Nicole earned a BA in human biology from Stanford University.